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Symposium 2017

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Package: Symposium 2017 - ALL Sessions (audio download)

The Symposium is the best education event of the year for estate planning and elder law professionals. This special conference is full of valuable learning, collaboration and guidance. Symposium 2017 was 2 ½ days of presentations. The sessions were a mix of 90-minute classroom breakouts and 60-minute sessions, presentations and panel discussions. Tracks include elder law, estate planning, practice development, business planning, and keynote presentations.

By ordering this product, you will receive ALL of the sessions that took place at the 2017 Symposium including keynotes and breakout sessions. (Sessions delivered via MP3 audio file and presentation as a PDF)

55 sessions included!
Member Price: $995.00 Retail Price: $1195.00
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Veterans Pension Planning Immersion Camp (2018)

By: Whitney M. Wilson and Michael T. Bryan

There are over twenty one million Veterans in the United States and nearly all of them may be eligible for VA Pension benefits. The Veteran’s Administration (VA) offers a monthly cash payment to wartime veterans who meet certain service requirements. These benefits may also go to the spouse of a deceased Veteran.

If you want to gain the skills and knowledge to help Veterans, this is the place to start. The opportunities for an elder law attorney who provides service to veterans are vast. Attend this program and gain the knowledge and confidence you need to be profitable in this area of law.

Agenda

CLE: 9.5 hours
Member Price: $795.00 Retail Price: $895.00
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Special Needs Planning Immersion Camp 2018 (Video & Audio)

By: Stephen Dale and Jennifer Stenberg

Our Special Needs Planning Immersion Camp will provide you with legal expertise you need to begin serving disabled individuals in and around your area. Special needs planning is a rewarding practice area. This program provides a solid foundation for practitioners entering this complex and dynamic part of law. After completing this course, you will be able to confidently take on your first cases and build on your knowledge base. The rewards are both financial and personal as you help those in our society who have been historically underserved, but are a substantial segment of our population.

Agenda

CLE: Up to 9.5 hours
Member Price: $795.00 Retail Price: $895.00
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Crucial Conversations with Clients (marketing content)

By: ElderCounsel, LLC
Included in this package are the following marketing items, in Word format, for easy incorporation into your own website, blog, or social media platform.
1. Blog Post/Website Content: Shingles Can Lead to Stroke and Heart Attack
2. Blog Post/Website Content: Hospitals Starting to Meet Needs of Elderly
3. Sample social media posts on current topics
4. Presentation: Crucial Conversations PowerPoint
  
  Links to articles for PowerPoint presentation
  
  Care Contract (from Washington state)
EC Practice Enhancement Program members, this is available free of charge in the PEP Marketing Content archives.
Not a PEP member yet? Learn more.
Member Price: $79.00 Retail Price: $129.00
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The Nitty Gritty of Medicaid and VA Applications

By: Whitney M. Wilson, JD, Elder Law of Louisville and Angela N. Manz, Esq., The Law Office of Angela N. Manz
The Medicaid and VA application process can be complicated and somewhat intimidating the first time, and sometimes even the second and third time, you do it. We want to help you navigate this process and will break it down for you.

We will provide tips and tricks to help you navigate the detailed nuances of compiling and completing a Medicaid and VA application.

We’ll cover:
- The right time for filing an application
- The best method for filing
- Which forms to use and subtle ways to complete those form
- Which documents, information, and calculations to provide up-front
- Which documents to provide only if requested
Duration: 3 hours, 25 minutes

CLE: 3 hours
Member Price: $195.00 Retail Price: $295.00
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Presentation to Clients: Protect Your Home and Savings (marketing content)

By: ElderCounsel, LLC
Included in this package are the following marketing items, in Word format, for easy incorporation into your own website, blog, or social media platform:
1. Blog/newsletter/website content: “Behavior Changes are Often First Signs of Dementia”
2. Blog/newsletter/website content: “Lawyers Sue VA over Appeals Processes for Vets”
3. PowerPoint presentation to use at speaking engagements for the public: "Protect Your Home and Savings"
4. Tips on setting up speaking engagements
5. Sample social media posts on current topics
EC Practice Enhancement Program members, this is available free of charge in the PEP Marketing Content archives.
Not a PEP member yet? Learn more.
Member Price: $79.00 Retail Price: $129.00
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Advanced VA Pension Planning Webinar (2017)

By: Michael Smith, JD, and Angela Manz, JD
This 3-hour advanced VA pension planning webinar will discuss changing topics of which you need to be aware, such as what to do with the house, the Medicaid effect of VA benefits, and how to handle requests from the VA after an application is filed.

We will also offer suggested guidelines for how long, or whether to delay applying, where there are significant transfers of income-generating assets; considering the VA's income verification matching at time of application. Lastly, we will discuss the proposed regulatory changes, how it will affect your clients, and what to do now.

Topics Covered:
- The House
- Medicaid Interplay with VA
- Responding to the VA – Development letters
- Income Verification Matching
- Accrued Benefits – when a claimant dies
- Overpayments
- Proposed Regulatory Changes
CLE: 3 hours
Member Price: $279.00 Retail Price: $379.00
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How to Perform the (seemingly) Impossible: The Non-Lawyer Initial Consultation

By: Steve Riley, JD, Certified Practice Advisor

One topic that comes up frequently is the concept of the non-lawyer initial consultation. While this may sound like a lofty, nearly impossible goal for many solo practitioners or small-sized firms, Steve has helped attorneys implement this advanced strategy into their elder law practices. As a result, their revenues and closing rates have increased considerably, and their time per file has decreased. Yes you heard correctly, the non-lawyers meet, and get your firm retained by new clients!

Publicizing your achievements as an attorney to the client can rub people the wrong way. Picture the benefits of your staff expressing all the reasons why you are THE attorney of choice in this area and see how quickly the client hires you.

In this hour long session, Steve will be covering the basics of implementing this strategy into your elder law practice.

Length: 65 minutes

ElderCounsel members: View this course complimentary in the Education Library.
Member Price: $0.00 Retail Price: $125.00
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Elder Law and Special Needs Planning Update (audio download)

By: Howie Krooks, JD, Vincent Russo, JD, & Michael Amoruso, JD

There have been many changes in the area of elder law, Medicaid planning, and Special Needs Planning in the last year, and more are to come. Don’t miss this lively session that will cover recent court decisions, Congressional action, and other updates in each of these areas.
Member Price: $39.00 Retail Price: $69.00
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Anatomy of a Social Security Disability Case (2 part, streaming)

By: Linda DeWitt, Esq.
Social Security is not just for the retired population. Disability is not just for those injured workers among our younger population. A Social Security disability case may be the best legal strategy for an older worker who is closely approaching retirement age, yet has been stricken with an injury or illness that now prevents work.

This course will provide you with an overview of the process for adjudicating a disability claim, key tips for representing older claimants, and instruction on how to receive fees for your services. Topics covered:
- Administrative process
- Two types of benefits: SSDI, SSI
- The law and where to find it
- The five-sequential-step process
- Medical evidence
- Vocational evidence
- How to get paid
CLE: Up to 4 hours
Length: 4 hours
Member Price: $295.00 Retail Price: $395.00
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